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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
Delaware Ivy Balanced Fund
Price$23.40
Change-$0.10 (-0.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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IYBFX vs RAMHX Comparison Chart
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IYBFX vs. RAMHX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYBFX is a Buy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. IYBFX (1.58B). IYBFX (1.86) and RAMHX (1.84) have matching dividends . IYBFX was incepted earlier than RAMHX: IYBFX (12 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (82.00). IYBFX has a lower initial minimum investment than RAMHX: IYBFX (0) vs RAMHX (250). IYBFX annual gain was more profitable for investors over the last year : 26.31 vs. RAMHX (23.83). RAMHX return over 5 years is better than : 36.53 vs. IYBFX (-0.60).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 15.206 | 13.646 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 236B | 1% |
| Annual Yield % from dividends | 1.86 | 1.84 | 101% |
| Returns for 1 year | 26.31 | 23.83 | 110% |
| Returns for 3 years | -15.61 | 13.68 | -114% |
| Returns for 5 years | -0.60 | 36.53 | -2% |
| Returns for 10 years | -0.89 | 50.16 | -2% |